Should You Hold Coinbase Global (COIN)?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here.
Hedge Fund - Patient Capital Management
Get Email AlertsSamantha Mclemore Bio, Returns, AUM, Net Worth
Manager biography is currently missing.
Fund Profile
Filing Period:
| Fund Name: | Patient Capital Management |
| Manager | Samantha Mclemore |
| Portfolio Value | $1,887,952,061 |
| Change This QTR | +1.11% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | EXPE | 935,490 | $141,998,003 | -4% | 7.52% | ||
| 2. | AMZN | 722,233 | $109,736,116 | -8% | 5.81% | ||
| 3. | OMF | 2,148,977 | $105,729,684 | -1% | 5.6% | ||
| 4. | C | 1,889,331 | $97,187,180 | +1% | 5.14% | ||
| 5. | GOOG | 600,588 | $83,896,134 | -5% | 4.44% |
Latest 13D & 13G Filings
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2024-02-27 | ||||
| 2024-02-14 | ||||
| 2024-02-14 | ||||
| 2024-02-14 |
News, Interviews and Investor Letters
Should You Maintain Your Conviction in Citigroup (C)?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here.
Expedia Group (EXPE) Declined 9.3% Giving Back its Gains
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here.
Do You Believe in the Growth Prospects of Sofi Technologies (SOFI)?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here.
Here’s Why Peloton Interactive (PTON) Declined in Q1
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here.
Should You Be Confident in Biogen (BIIB)?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here.
Here’s What Made Meta Platforms (META) Gain 37.5%
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here.
What Makes Nvidia Corp. (NVDA) a Prospective Investment Bet?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here.
Patient Capital Management Opportunity Equity’s Q1 2024 Investor Letter
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2024 investor letter. During the quarter the strategy returned 11.8% net...
Kosmos Energy (KOS) Dropped Due to Lower Energy Prices
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.
Karuna Therapeutics (KRTX) Rose on Acquisition Announcement
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.
Canada Goose Holdings Inc (GOOS) Fell on Decreased Guidance
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.
Mattel (MAT) Stock Declined on Weak Demand Concerns
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.
Should You Expect Attractive Upside for Expedia Group (EXPE)?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.
Coinbase Global (COIN) Gained 131.7% in Q4
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.
